Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Andree Mohr, President, Integrated Partners to discuss: 👉 How did Andree go from college freshman to President of Integrated Partners?
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Andree Mohr, President, Integrated Partners to discuss: 👉 How did Andree go from college freshman to President of Integrated Partners?
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Mark Gilbert, Founder & CEO, Zocks to discuss: 👉 Which AI solution should Chuck buy for Sovereign?
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Dimple Shah, EVP, Head of Strategy and Client Experience, Osaic to discuss: 👉 Do I need to drop my Series 7 to go RIA?
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Vickie Lewin, Chief Growth Officer, Amplify to discuss: 👉 What do advisors NEED to know BEFORE going RIA? Data… data… data…
Chuck’s recording LIVE at #FutureProof in Huntington Beach, CA. In this segment, Chuck catches up with Martine Lellis, Principal, M&A Partner Development, Mercer to discuss: 👉 How can advisors choose a firm to “tuck in” with?
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Robert Sofia, Cofounder & CEO, Snappy Kraken to discuss: 👉 What to expect from this year’s #JoltConference!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Diana Cabrices, Fractional Chief Evangelist, Diana Cabrices Consulting to discuss: 👉 #JoltConference wrap up!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Brendan Frazier, Chief Behavioral Officer, RFG Advisory to discuss: 👉 Max out your new post-breakaway freedom by incorporating tech enabled BeFi!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Meg Carpenter, Co-Founder + CEO, Ficomm to discuss: 👉 What’s most important about a marketing campaign? How about ROI !?!?!?!
Chuck’s recording LIVE at the #JoltConference in Nashville. In this segment, Chuck catches up with Larry Sprung, Founder + Wealth Advisor, Mitlin Financial, Inc. to discuss: 👉 Can going #RIA bring you JOY? Yup!!!
